Your FREE Forensic Analysis Report

Are you receiving no service, seeking answers to poor investment returns, unable to understand hidden charges or penalties?

Learn the true value of your investments and how you can improve returns through some simple steps.

Find out what options you have, what you should be considering, how to bring your portfolio up to date balanced with your attitude to risk.

Complete the form below and we will be in touch with you.

Your FREE Forensic Analysis Report will:

Identify who actually holds your pension, who your trustees are, what your original adviser has set you up in and how any fees impact on you now.

Assess your attitude to risk and measure the level of risk within your portfolio.

Understand how your existing funds have performed, any lock-in penalties, and what the investments actually are.

Consider any tax and charges impacts you are maybe unaware of.

Help you understand ‘lock-in’ periods and if they have substantially reduced your flexibility and performance.

Guide you with some simple next steps.

Yes, I want my FREE Forensic Analysis Report

Please complete the form below. You will receive your report from us without any obligations and completely FREE.

If you are a human and are seeing this field, please leave it blank.

What is the approximate value of your current policy?

*Required

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Consideration Options & Results

Complete the fields below, then click next to find your target fund value.

Current age

Income planned (annual)

Retirement age

Click next to find your target fund value.

Outline Target Fund Required

£ 0

The projected figure is a guideline target result based on the income figure you have input. It does not take into account inflation. Contact us for an inflation allowed figure by providing your details.

£

Years to Retirement

Outline consideration with respect to time left

With less than 5 years to go it is all about planning. Too many people set a date and then hope that by chance their investment fund will be highest at that point. What you should be doing is planning a requirement and whenever you hit that target lock your fund in.

Outline consideration with respect to time left

We call this the emergency last chance saloon period. This is often the time when people actually start thinking about how they are going to maximise their investment and any shortfall they may have. You still have time to take sensible planned investment risk.

Outline consideration with respect to time left

This period often coincides with other family events like children leaving home. This probably means maximum earning potential, investing and saving and potentially maximum risk taking. You need to take advantage of this period and grow your pension.

Outline consideration with respect to time left

This is the calm before the storm period. When every aspect of life is in between commencement and completion. For your pension savings this is exactly the same and this is when you really need to take a moment, reflect on what you are trying to achieve.

Outline consideration with respect to time left

People often have other priorities with this length of time remaining to retirement. They are home building, looking to expand their mini empires with property and children. However, every dollar saved now means you can save two dollars less in the future.

For personal advice, please tell us about yourself. Click next.

For personal advice, please tell us about yourself.

We have a strict confidentiality policy but the truth is if you don’t contact us we can’t help you.
And we can’t think of alternative method of disclosure.

Name

Country of residence

Telephone

Email

All fields required

If you are a human and are seeing this field, please leave it blank.

Consideration Options & Results

Complete the fields below, then click next to find your target fund value.

Current age

Retirement age

Income planned (annual)

Click next to find your target fund value.

Outline Target Fund Required

£ 0

The projected figure is a guideline target result based on the income figure you have input. It does not take into account inflation. Contact us for an inflation allowed figure by providing your details.

£

Years to Retirement

With less than 5 years to go it is all about planning. Too many people set a date and then hope that by chance their investment fund will be highest at that point. What you should be doing is planning a requirement and whenever you hit that target lock your fund in.

We call this the emergency last chance saloon period. This is often the time when people actually start thinking about how they are going to maximise their investment and any shortfall they may have. You still have time to take sensible planned investment risk.

This period often coincides with other family events like children leaving home. This probably means maximum earning potential, investing and saving and potentially maximum risk taking. You need to take advantage of this period and grow your pension.

This is the calm before the storm period. When every aspect of life is in between commencement and completion. For your pension savings this is exactly the same and this is when you really need to take a moment, reflect on what you are trying to achieve.

People often have other priorities with this length of time remaining to retirement. They are home building, looking to expand their mini empires with property and children. However, every dollar saved now means you can save two dollars less in the future.

For personal advice, please tell us about yourself. Click next.

For personal advice, please tell us about yourself.

We have a strict confidentiality policy but the truth is if you don’t contact us we can’t help you. And we can’t think of alternative method of disclosure.

Name

Country of residence

Telephone

Email

All fields required

Aisa International (Pty) Ltd is regulated by the Financial Services Board | License Number: 47638 | Aisa International (Pty) Ltd, 3rd Floor Heritage House, 20 Dreyer Street, Claremont, Western Cape 7708, Tel +27 (0) 21 823 9729, Mobile: +27 (0) 84 729 2210. | Aisa International (Pty) Ltd is known as Aisa International. Aisa Group also has a U.K. limited corporation called Aisa Direct, which is authorised and regulated by the FCA - Reg.189652, and is also a U.S registered advisor with the Securities & Exchange Commission (SEC) - CRD# 172777 | The guidance contained within this website is targeted at those people who are connected with South Africa. | Aisa International is not licensed to give tax advice on pension transfer matters – nothing on this page or website should be construed as tax advice in South Africa.